Difference between revisions of "Dispatch Route Board"

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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+
| class="navigationTitles" colspan="4" | Overview
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
 
−
|-
 
−
| style="width: 265px;" | &nbsp;
 
−
| style="width: 306px;" | &nbsp;
 
−
| style="width: 432px;" | &nbsp;
 
−
| style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteServicerSpecific.jpg|RouteServicerSpecific.jpg]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteAssignedButton.jpg|RouteAssignedButton.jpg]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteCurrentLocationGrid.jpg|RouteCurrentLocationGrid.jpg]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteProjectedLocationGrid.jpg|RouteProjectedLocationGrid.jpg]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteCurrentLocationMap.jpg|RouteCurrentLocationMap.jpg]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:RouteProjectedLocationMap.jpg|RouteProjectedLocationMap.jpg]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustomerSites.jpg|Cust sitesTab ccexpress.png]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustomerTasks.jpg|CustomerTasks.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContacts.jpg|CustomerContacts.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 
−
|-
 
−
| colspan="4" | [[File:CustomerNotes.jpg|CustomerNotes.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
−
|-
 
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocs.jpg|CustomerDocs.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
+
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoices.jpg|CustomerInvoices.jpg]]
 
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
+
| style="width: 265px;" | &nbsp;
−
|-
+
| style="width: 306px;" | &nbsp;
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| style="width: 432px;" | &nbsp;
−
----
+
| style="width: 446px;" | &nbsp;
  
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreements.jpg|CustomerAgreements.jpg]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  

Revision as of 10:58, 19 February 2025

Navigation
Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Adding or editing links for LinkedIn, Twitter and Facebook
• Site Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Tasks Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Contacts Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Notes Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Documents Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Invoices Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
• Agreements Tab
Overview
Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
       
 Top
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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